Trinity Wealth Management LLC
Trinity Wealth Management LLC
  • Home
  • Why Clients Choose us
  • Our Team
  • The Financial Plan
  • Education
  • More
    • FORM CRS 2020
    • Contact Us
  • More
    • Home
    • Why Clients Choose us
    • Our Team
    • The Financial Plan
    • Education
    • More
      • FORM CRS 2020
      • Contact Us
  • Home
  • Why Clients Choose us
  • Our Team
  • The Financial Plan
  • Education
  • More
    • FORM CRS 2020
    • Contact Us

OUR TEAM

ROBERT J. WASSEL, MBA, CPA/PFS

ROBERT J. WASSEL, MBA, CPA/PFS

ROBERT J. WASSEL, MBA, CPA/PFS

Managing Partner and Chief Investment Officer

Learn more

J. BROCK DEXTER, CFP®

ROBERT J. WASSEL, MBA, CPA/PFS

ROBERT J. WASSEL, MBA, CPA/PFS

Senior Advisor


Learn more

CHARLES N. KUHN, III

LUKE B. FLEMING, CFP®

LUKE B. FLEMING, CFP®

Financial Advisor

Learn more

LUKE B. FLEMING, CFP®

LUKE B. FLEMING, CFP®

LUKE B. FLEMING, CFP®

Financial Advisor

Learn more

Contact Us

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

Trinity Wealth Management LLC

8040 Hosbrook Rd, Suite 220, Cincinnati, OH 45236, US

(513) 794-2870

Hours

Open today

09:00 am – 05:00 pm

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Copyright © 2018 Trinity Wealth Management LLC - All Rights Reserved.

Powered by GoDaddy

  • Contact Us